Allie Family Office’s iShares MSCI EAFE ETF EFA Stock Holding History

Allie Family Office’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$28.8M	Buy	296,575 +22,118	+8%	+$2.21M	12.61%	2
2025 Q4	$26.4M	Buy	274,457 +696	+0.3%	+$66K	12.31%	2
2025 Q3	$25.6M	Sell	273,761 -31,255	-10%	-$2.84M	12.12%	2
2025 Q2	$27.3M	Buy	305,016 +59,821	+24%	+$5.11M	13.51%	2
2025 Q1	$20M	Sell	245,195 -7,842	-3%	-$632K	10.95%	2
2024 Q4	$19.1M	Buy	253,037 +16,924	+7%	+$1.34M	10.62%	2
2024 Q3	$19.7M	Sell	236,113 -1,745	-0.7%	-$140K	10.64%	2
2024 Q2	$18.6M	Buy	237,858 +3,127	+1%	+$248K	11.18%	2
2024 Q1	$18.7M	Sell	234,731 -5,917	-2%	-$453K	11.04%	2
2023 Q4	$18.1M	Sell	240,648 -1,847	-0.8%	-$131K	12.54%	2
2023 Q3	$16.6M	Buy	242,495 +1,147	+0.5%	+$82.2K	13.43%	2
2023 Q2	$17.5M	Sell	241,348 -7,796	-3%	-$566K	12.56%	2
2023 Q1	$17.7M	Buy	249,144 +8,719	+4%	+$610K	13.26%	2
2022 Q4	$15.8M	Sell	240,425 -1,846	-0.8%	-$116K	12.99%	2
2022 Q3	$13.6M	Buy	242,271 +33,021	+16%	+$2.06M	11.67%	2
2022 Q2	$13.1M	Sell	209,250 -4,066	-2%	-$277K	10.6%	2
2022 Q1	$15.7M	Buy	213,316 +27,117	+15%	+$2.03M	12.03%	2
2021 Q4	$14.7M	Buy	+186,199	New	+$14.7M	11.56%	2

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Allie Family Office's EFA Position: Q1 2026 in Review

Allie Family Office increased its iShares MSCI EAFE ETF (EFA) stake by 8.1% in Q1 2026, buying an estimated $2.21M and bringing the position to 296,575 shares worth $28.8M. The position accounts for 12.61% of the portfolio, ranked #2.

Allie Family Office first reported a position in EFA in Q4 2021 and has held it in 18 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Allie Family Office held 296,575 shares of iShares MSCI EAFE ETF worth $28.8M as of Q1 2026.
Allie Family Office bought 22,118 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $2.21M.
iShares MSCI EAFE ETF made up 12.61% of Allie Family Office's portfolio in Q1 2026, its #2 holding.
Allie Family Office first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.